Wealthcare Advisory Partners’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,667
| Closed | -$47.2K | – | 900 |
|
|
2024
Q2 | $47.2K | Sell |
1,667
-76
| -4% | -$2.15K | ﹤0.01% | 817 |
|
|
2024
Q1 | $67.6K | Buy |
+1,743
| New | +$67.6K | ﹤0.01% | 792 |
|
|
2021
Q2 | – | Sell |
-304
| Closed | -$19K | – | 1650 |
|
|
2021
Q1 | $19K | Buy |
+304
| New | +$19K | ﹤0.01% | 1222 |
|
|
2020
Q2 | – | Sell |
-943
| Closed | -$47K | – | 1175 |
|
|
2020
Q1 | $47K | Buy |
943
+573
| +155% | +$28.6K | 0.01% | 520 |
|
|
2019
Q4 | $26K | Buy |
370
+51
| +16% | +$3.58K | ﹤0.01% | 694 |
|
|
2019
Q3 | $20K | Hold |
319
| – | – | ﹤0.01% | 754 |
|
|
2019
Q2 | $18K | Sell |
319
-39
| -11% | -$2.2K | ﹤0.01% | 755 |
|
|
2019
Q1 | $20K | Sell |
358
-160
| -31% | -$8.94K | ﹤0.01% | 662 |
|
|
2018
Q4 | $30K | Hold |
518
| – | – | 0.01% | 543 |
|
|
2018
Q3 | $33K | Hold |
518
| – | – | 0.01% | 561 |
|
|
2018
Q2 | $35K | Buy |
+518
| New | +$35K | 0.01% | 541 |
|